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Home > Retirement Planners > illinois > homewood > SAVANT INVESTMENT ADVISERS, INC.
SAVANT INVESTMENT ADVISERS, INC.
18257 Martin Avenue
Homewood, Illinois 60430
Tel: 708-799-7477
About SAVANT INVESTMENT ADVISERS, INC.
SAVANT INVESTMENT ADVISERS, INC, formally registered with the SEC as SAVANT INVESTMENT ADVISERS, INC. The firm was established in 03/10/2022. They have over 2 offices throughout the country.
SAVANT INVESTMENT ADVISERS, INC. is a Homewood, Illinois based Financial Planning firm with nearly $144,045,402 assets under management, offering retirement planning & investment advisory services to 442 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 121794 |
| SEC# | 801-123400 |
| Assets Managed by Firm | $144,045,402 |
| No. of Clients | 442 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 442 | $144,045,402 |
| Individuals (other than high net worth individuals) | 224 | $58,425,957 |
| High net worth individuals | 62 | $83,457,661 |
| Pension and profit sharing plans | 10 | $1,836,208 |
| Charitable organizations | Fewer than 5 clients | $100,005 |
| Corporations or other businesses | Fewer than 5 clients | $225,571 |
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|---|---|---|---|
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